MCD analyst conference call transcript - 2024 results - Motley Fool
February 11, 2025
February 10, 2025
U.S. McDonald's Customers Spend Less Per Visit in Q4
USA SSS a full one percent below what Wall Street was expecting
SSS down -1.4%. Analysts expected to be down - .41%
February 8, 2025
There's Nothing Convenient About Cannibalization
February 7, 2025
QSR Magazine Covers the McBases
This QSR Magazine article covers McDonald's research assembled by BTIG analyst Peter Saleh. Peter covers McValue, same-store sales, new-store sales, PACE, new products, etc.
Excellent read. The author is at:
https://www.linkedin.com/in/dannyklein14/
The verdict is still out on McDonald's latest value rush - QSR mag
February 5, 2025
Chick-fil-A Successes With Drive-Thru - WSJ
For WSJ subscribers, they've published a comprehensive article on the evolution of Chick's drive-thru.
Inside Chick-fil-A drive-thru by Wall Street Journal
A recap of the WSJ article is published (free) at:
February 3, 2025
Don't Overlook the "Comments"
Over the past few days, we've received many great anonymous comments. If you come here just looking for headlines, you're missing out. Please review the comments for the past ten days or so and make some of your own.
February 2, 2025
Giving Food Away Works on Other Continents, Right?
Even if the accounting and business reporting in India is slightly different, it's obvious what's happening. Same-store sales are up 2.8%, but profits are down significantly. They are giving the 421 stores away to keep shareholders happy with same-store sales.
January 28, 2025
We Don't Like This Guy...
Robert Kennedy Jr. is a Zealot. A Zealot is emotional, irrational, and reactionary. Right out of the chute, he started referring to the food he doesn't like as "poison." After you make such an outlandish claim, where do you go? Ban everything; that's where you go. And you don't go about that banning methodically. You disrupt the entire food industry, driving supply down and prices up.
Senate hearings on his Health and Human Services Secretary candidacy begin on Wednesday (1/29). While vaccines and pharmaceuticals will receive most of the attention, if given the chance, he will want to discuss a complete overhaul of our agriculture industry, like a Zealot.
January 27, 2025
January 22, 2025
Industry Trends
Starbucks to cut some support staff - Maze
When a company can't grow locations and sales fast enough to please shareholders, it has to squeeze operating costs until it hurts.
79 Wahlburgers to close at grocery chain Hy-Vee
Out of 109 existing restaurants.
There's a long list of celebrities failing in the restaurant business gong back to Johnny Carson's attempts to compete with Denny's.
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January 21, 2025
January 18, 2025
A Little Less McWoke
Target COO retiring after nine years on McDonald's BOD.
Mulligan was running Target when the company featured clothing and accessories for children who thought they were "trans" and also promoted the idea of Men being welcome in Target's Women's restrooms.
January 17, 2025
January 16, 2025
Papa John's: Eliminating Local Co-Ops a "big miss"
National marketing is more efficient - until it isn't: Maze
OPNAD once made a lot of sense; now it just centralizes $$$ and power in Chicago
January 15, 2025
January 14, 2025
January 13, 2025
January 12, 2025
January 10, 2025
McDonald's Closes Three Cosmc's
It's a story that repeats itself every 15 or 20 years. McDonald's executives (with no restaurant experience or knowledge) desperately want to be considered "restauranteurs." With other people's money and tons of excess real estate, they make a lot of mistakes.
McDonald's Wrestles With Sales
This is a nice change. Too often, McDonald's headquarters gets enamored with "artists" who do nothing but scream obscenities and lead PDiddy lifestyles. Cena appears to be the opposite.
January 6, 2025
January 4, 2025
McDonald's Real Estate, Part Deux
Our real estate discussion has gotten a little off track since we can't change the long-standing McDonald's Owner/Operator facility ownership policy. I intended to discuss modern McDonald's real estate as it applies to the McDonald's franchise. There are things happening today that were unthinkable 20 years ago.
For instance, a McDonald's in western Michigan just closed, yet according to satellite photos, it looks like a contemporary facility. Someone spent a lot of money developing and improving this store, yet the Owner/Operator had to walk away. Is this happening more frequently?
January 2, 2025
McDonald's Real Estate